Access Default View

For every forms, a default view is provided which will display the complete set of records added to the form.

To access the default view, please follow the steps below.

Log in as Admin.

Go to the 'Organization' tab.

Click 'Employee' form.

Create New View

A new view can be created for a form, by specifying some criteria/conditions, which will only display the records that matches the criteria.

Log in as Admin.

Go to the 'Organization' tab and click 'Employee' form.

In the 'Views' section, click on + symbol to create a new view.

Specify the view name.

Expand the 'Specify Criteria' section.

Fill out the condition, using the form's field.

Click 'Save'.

Set the view permissions as required.

Use the 'Sort' and 'Group' options as required.

Select the fields for the view.

Customize View

Customize View option can be used to enable/ disable the fields available in the view and to re-arrange the order of the fields. This option can be selected by clicking on the icon for the default views.